Daniel Sheehan

I believe that successful investors are the ones who don't follow the crowd – they have a clearly defined plan and have the discipline to adhere to it throughout volatile markets, negative headlines and varying investor sentiment.

My investment philosophy is simple:
1. Have a Plan – when a proper plan is in place, it makes managing risk much simpler.
2. Diversify and have conviction in your investments.
3. If you can't understand it, don't invest in it.

We are able to offer the investment insights of Merrill and provide access to the banking convenience of Bank of America. My goal is to manage all aspects of my clients' financial lives, taking that burden off of them.

I believe the key to a successful working relationship is open communication and a clear understanding of your goals and expectations. With that understanding, I can work with you to develop custom strategies to manage risk and work toward the return necessary to help achieve your objectives. My clients' best interest is at the very core of what I do. Planning and investing are done with a fiduciary standard and any recommendations I make to you are free from bias.

I hold a Bachelor's Degree from Virginia Tech and began my investment career in 2002 as an intern with First Union Securities, and have worked in the investment industry ever since. I've had the pleasure of working with clients since 2008. I am a CERTIFIED FINANCIAL PLANNER^™ certificant and hold myself to the Board's standards for professional competency and ethical practices.

My wife, Allyson and I live in Keswick with our son, Burke, our Labrador Retriever, Summit, and our cat, Boudreaux. I am a golfer, a clay shooter, an adult literacy advocate, a Virginia wine enthusiast, whiskey collector and an avid gardener.